"Should I Roll Over My Dormant 401(k)" Checklist

2 votes

The existing flow chart is great, but this would be even better if it could be formatted into some form of a checklist. From a compliance standpoint, this would be a great document to be able to archive in the client record for every time the rollover discussion/recommendation occurs.

Under consideration Suggested by: Kevin Upvoted: 18 Dec, '20 Comments: 0

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